+12.9%
TROW vs FND
-50.8%
+63.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.2% |
| 7D | -3.0% | -5.1% | +2.1% | -1.7% |
| 30D | -5.5% | -22.5% | +17.1% | +1.1% |
| 3M | +2.3% | -5.0% | +7.3% | +2.4% |
| 6M | +23.9% | -21.5% | +45.4% | +30.3% |
| YTD | +7.9% | -23.0% | +30.9% | +13.2% |
| 1Y | +6.1% | -44.9% | +51.0% | +23.5% |
| All | +12.9% | -50.8% | +63.7% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded FND wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling